CWM
Cornerstone Wealth Management Portfolio holdings
AUM
$1.81B
1-Year Est. Return
15.68%
1 Year Est. Return
+15.68%
AUM
$1.81B
AUM Growth
+$163M
(+9.9%)
Holding
701
Top Buys
| 1 | +$7.81M | |
| 2 | +$7.67M | |
| 3 | +$4.56M | |
| 4 |
Invesco S&P 500 Momentum ETF
SPMO
|
+$3.25M |
| 5 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$2.31M |
Top Sells
| 1 | +$9.51M | |
| 2 | +$5.53M | |
| 3 | +$2.78M | |
| 4 |
Fidelity Enhanced Small Cap ETF
FESM
|
+$1.21M |
| 5 |
Invesco NASDAQ Next Gen 100 ETF
QQQJ
|
+$961K |
Sector Composition
| 1 | Technology | 12.46% |
| 2 | Financials | 4.36% |
| 3 | Industrials | 4.17% |
| 4 | Consumer Staples | 3.62% |
| 5 | Consumer Discretionary | 2.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
701
NuScale Power
SMR
$5.7B
| – | – |
-6,179
|
|